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Waverly Advisors, LLC: QUAL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waverly Advisors, LLC on QUAL, newest first. How the timeline and the estimate are built.

Waverly Advisors, LLC held 122,910 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 122,910 shares
    Change vs previous 13F -11,401 shares

    0.16% of the 13F portfolio, value $26,970,078.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 134,311 shares
    Change vs previous 13F +48,585 shares

    0.19% of the 13F portfolio, value $25,762,111.

    13F-HR 0001398344-26-009223 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 85,726 shares
    Change vs previous 13F -19,287 shares

    0.14% of the 13F portfolio, value $17,026,898.

    13F-HR 0001398344-26-003224 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 105,013 shares
    Change vs previous 13F -2,056 shares

    0.2% of the 13F portfolio, value $20,424,943.

    13F-HR 0001398344-25-020944 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 107,069 shares
    Change vs previous 13F +31,302 shares

    0.21% of the 13F portfolio, value $19,574,289.

    13F-HR 0001398344-25-015429 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 75,767 shares
    Change vs previous 13F +2,213 shares

    0.16% of the 13F portfolio, value $12,947,871.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 73,554 shares
    Change vs previous 13F +13,728 shares

    0.2% of the 13F portfolio, value $13,098,564.

    13F-HR 0001398344-25-002762 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 59,826 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $10,726,849.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).